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Insights Lab Specialist - Global Private Banking

HSBCCentral, Hong Kong

30 天前

职位描述

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

HSBC Private Bank seeks to be the leading international private bank for business owners and their families. It provides clients with wealth, business and family succession solutions in the largest and fastest growing markets around the world. At HSBC Private Bank, we put our clients at the centre of everything we do.

We are currently seeking a high calibre professional to join our team as an Insights Lab Specialist.

Principal Responsibilities

Support Insights Lab Strategists on Investment Insights / Investment Cases content creation, management and delivery to clients and GPB colleagues
Support IWS on Analytics, relating to GPB book screening and GPB Sales Leads orchestration
The role holder will ensure the fair treatment of our customers is at the heart of everything we do, both personally and as an organisation. They will adhere to, and be able to demonstrate adherence to, internal controls and will implement the Group compliance policy by adhering to all relevant processes / procedures
They will also be expected to consistently display the behaviours that form part of the HSBC Values and culture and adhere to HSBC risk policies and procedures

Requirements

Be passionate on leading investment dialogue with a broad internal and external audience

Be familiar with wealth management client journey, advisory / point-of-sales process

Be exceptionally good writer of concise, actionable investment related content, effectively an “investment tweeter” to a target audience. (English written fluency is a must, Chinese is an advantage).

Be a team player, to develop strong partnership with IWS CIO, Product Desks, Relationship Managers and Investment Counsellors to drive business outcome. Win as a team

Be digitally literate, and amiably influential. Be positively engaging, filled with curiosity. Be able to tell a complex idea in simple words in an elevator pitch

Be expected to have experience in either investment strategist, client advisor, or product specialist roles with client exposures, in wealth management industry or in financial institution

Have a bachelor’s degree or an equivalent qualification. CFA would be an advantage

Experience dealing with outsourced support functions would be an advantage

Experience with Adobe Experience Manager would be an advantage

Candidates with more experience will be considered for a senior position